On the morning of June 1, 2026, the A-share market experienced a rebound, having initially seen declines across all three major indices. By midday, the Shanghai Composite Index had settled at 4,063.72 points, marking a 0.12% drop. Meanwhile, the Shenzhen Component Index registered a 0.6% decline, and the ChiNext Index witnessed a 0.9% fall. In contrast, the Northbound Trading 50 Index defied the overall trend, rising by 1.26%, whereas the STAR 50 Index tumbled 3.24%. Across the entire market, trading volume amounted to RMB 1,968.3 billion, which is RMB 163.9 billion less than the previous day's figure, with over 3,800 stocks making gains.

From a sector perspective, NVIDIA's announcement of its foray into the PC market provided a collective boost to AIPC concept stocks. Notably, stocks such as iSoftStone, Yingli Shares, and Huqin Technology soared to their daily limit.

On the news front, NVIDIA held the GTC Taipei 2026 conference on June 1. During this event, founder Jensen Huang delivered a keynote speech, revealing advancements in next-generation AI technology and offering a preview of the imminent launch of the first Windows PCs powered by NVIDIA chips. This announcement sparked widespread attention in the market towards the AI PC industry chain.